Facilities Template - Dashboard

Last modified on 2022/05/28 10:52

From: Service Apps 2022

This template belongs to the Dashboard category in the Service Apps templates. It is dedicated to the management of general services and presents the different dashboards available to managers.

It is shipped in a single version that is:

  • Responsive: Automatic scaling of the app based on the device used, e.g. workstation, smartphone, tablet, etc.
  • Multilingual: The six main languages managed by Service Manager are available in the standard version.

Best Practice

List of functionalities

Functionalities Notes
Main page
  • Indicators on tickets that are open, on hold, late or VIP
  • Trend displaying the number of tickets over a rolling 12-month period
  • Trend displaying the number of tickets by category or by department
  • Latest corporate news

Procedure: How to create an app using this template


Step 1: Creating the app in Service Apps

1. Click Apps - Gallery - Create Shortcut icon.png Create App in the App Gallery toolbar.
The template library will appear.

2. Select the template you want.

  • A new app will automatically be created using the template.
  • It will appear in the Design pane.

Step 2: Import trends and reports to Service Manager

Step 2.a: Import trends

1. Download the file below to your workstation.

        Download icon.png  Batch of trends

  • APPS - Work Orders - All - In Progress
  • APPS - Work Orders - All - In Progress - VIP
  • APPS - Work Orders - All - Late
  • APPS - Work Orders - All - Pending

2. Import the downloaded file to Service Manager by selecting Administration > Import / Export > Import in the menu.

3. Enable the trends by selecting Administration > Trends > Trends in the menu.

Step 2.b: Import reports

1. Download the file below to your workstation.

Note: Parent queries are not exported with reports. As such, any modifications made will not be overwritten when you import reports.

       Download icon.png  Batch of reports

  • APPS - Work Orders

2. Import the downloaded file to Service Manager by selecting Administration > Import / Export > Import in the menu.


Step 3: Finalizing the creation of the new app

1. Click Apps - Application properties icon.png to display the general properties of the app.

  • You can rename the app.
  • You can select the image associated with the app from the App Gallery in the Apps Icon tab.
  • You can select the icon to be displayed in the tab bar of the Web browser or as a shortcut on the Desktop in the Favicon tab.
  • You can modify the default theme.

2. Click Apps - Translation icon.png to make the required translations in the Objects pane. Open url.png See the multilingual management of the apps.

3. Distribute the new app to users.

  • Assign access rights to the relevant users or teams.
  • Create the shortcut pointing to your app.
  • Click EVApps - GUI - Share icon.png to send the shortcut to users.

List of files to download

Note: See the procedure for installing them.

Links to other General Services apps

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